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Insights and Industry Leader Interviews From the T3 Technology Conference
This is a jam-packed episode filled with my takeaways from the T3 Technology Conference as well as interview clips from six industry leaders. I cover four themes that emerged from the conference including: enhancing the client experience, offering a client portal, delivering a quality financial planning offering, and using big data to make better business decisions and personalize the client experience.
In today's show, you'll hear from:
Phil Cunningham, CEO of Advicent
Kevin Knull, – President of PIETech Inc., the creators of MoneyGuidePro
Drew DiMarino, Head of Sales for eMoney
Greg…
The skinny
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